Grant Management Seminar Session 1 1 Session 1 Designing a Project 10/12/13

Grant Management Seminar Session 1 Learning Objectives Identify best practices for designing a project Develop a plan to implement your project Understand how to create measurable goals 10/12/13 2

Grant Management Seminar Session 1 Successful Grant Projects Need partners who communicate frequently Meet real community needs Create an implementation plan Meet TRF sustainability criteria Practice proper stewardship of funds 10/12/13 3

Grant Management Seminar Session 1 4 Successful Grants Need Partners D-5240 International Service Group & Regional Meetings RI Convention Project fairs Investigation Trips To An Area International meetings LinkedIn Matchinggrants.org/global Rotary Showcase / Facebook D-5240 Website 10/12/13

Grant Management Seminar Session 1 5 Successful Grant Projects Meet Real Community Needs Base project on the community’s need Assess resources of your club and potential partners Talk to the community 10/12/13

Grant Management Seminar Session 1 Community Needs Assessment 1 st Mtg. at La Isla – A Slum in Honduras 10/12/13 6

Grant Management Seminar Session 1 La Isla 10/12/13 7

Grant Management Seminar Session 1 La Isla 10/12/13 8

Grant Management Seminar Session 1 A Word About Sustainability What is sustainability? The Rotary Foundation defines sustainability as the capacity for maintaining outcomes long ‐ term to serve the ongoing need of a community after grant funds have been expended. 9 10/12/13

Grant Management Seminar Session 1 TRF Principles of Sustainability Continued impact after Foundation funding is fully expended. Multiple levels of sustainability which involve resource management, economic considerations, cultural norms and social norms. Use of local resources, regional input, and local knowledge as much as possible. Respect for natural resources and avoidance of harm to the local environment. Reach the most beneficiaries possible. Prepare scholars and individuals to contribute to new and innovative methods in professional fields within a Foundation area of focus. Prepare participants to increase impact and improve effectiveness in the communities and vocations in which they work. Use the input and skills of grassroots individuals and groups to ensure continuation of projects and activities /12/13

Grant Management Seminar Session 1 11 Project Planning Form a three-person grant committee Assign roles Implementation plan Budget Contingency plan Document retention plan 10/12/13

Grant Management Seminar Session 1 12 Creating a Budget Realistic Competitive bidding Pro Forma Invoices Reasonable prices Disclose conflicts of interest 10/12/13

Grant Management Seminar Session 1 13 Setting Goals Measurable Sustainable Qualitative (descriptive) Quantitative (numeric) Resource: TRF Publication Global Grant Monitoring & Evaluation Toolkit 10/12/13

Grant Management Seminar Session 1 14 Setting Goals Gather baseline data Set goals Determine method of measurement Questions to Consider  What data do we want to collect?  How will we collect it?  When/how often should we collect data?  Who will collect the data? 10/12/13

Grant Management Seminar Session 1 15 Learning Objectives Identify best practices for designing a project Develop a plan to implement your project Understand how to create measurable goals 10/12/13